BLOGS
FROM THE DESK OF THE CWS TEAM
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TRUSTED ECONOMIC PERSPECTIVES
Monday Morning Outlook – The Budget Blowout
With only one week left in the fiscal year, it looks like the budget deficit for the federal government for Fiscal Year 2024 is going to come in at about $1.9 trillion, which is 6.7% of GDP. To put this in historical perspective, we know of no other year in US history...
It’s Money, Not Spending, that Causes Inflation
You don’t have to read or listen for long these days before you hear a politician, pundit, or politically-inclined person say: “Government spending causes inflation.” Don’t get us wrong…anyone who wants to cut the size and scope of government is a friend of ours....
Monetary Policy is Out of Control
The growth of bureaucracy around the world has led to a proliferation of rules. This creates multitudes of problems, one of which is that the state has made understanding what it is doing impenetrable, boring, nuanced, and technical. With vast resources, numerous...
OUTLOOK
Slower Growth in Q4, But No Recession
The economy slowed substantially in the last quarter of 2023 from the rapid pace of the third quarter, but, as we explain below, still expanded at a moderate rate.
A Mild Recession and S&P 4,500
For 2022, we saw inflation and continued moderate growth. We were right. This past year, in 2023, we anticipated economic weakness late in the year, and put our S&P 500 target at 3,900.
Outlook 2024: A Turning Point
In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...
FINRA Resources For Investors
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